QWP
CAT icon

Quotient Wealth Partners’s Caterpillar CAT Stock Holding History

Quotient Wealth Partners’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.24M Buy
3,046
+246
+9% +$216K 0.08% 67
2026
Q1 		$1.98M Sell
2,800
-17
-0.6% -$11.8K 0.05% 86
2025
Q4 		$1.61M Buy
2,817
+61
+2% +$33.9K 0.04% 96
2025
Q3 		$1.31M Sell
2,756
-74
-3% -$31.6K 0.04% 100
2025
Q2 		$1.1M Buy
2,830
+420
+17% +$140K 0.03% 108
2025
Q1 		$795K Sell
2,410
-63
-3% -$22.4K 0.03% 128
2024
Q4 		$897K Buy
2,473
+363
+17% +$141K 0.03% 115
2024
Q3 		$825K Sell
2,110
-170
-7% -$58.7K 0.03% 124
2024
Q2 		$760K Buy
2,280
+177
+8% +$61.4K 0.03% 125
2024
Q1 		$771K Sell
2,103
-596
-22% -$190K 0.03% 130
2023
Q4 		$798K Buy
+2,699
New +$700K 0.03% 140

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Quotient Wealth Partners's CAT Position: Q2 2026 in Review

Quotient Wealth Partners increased its Caterpillar (CAT) stake by 8.8% in Q2 2026, buying an estimated $216K and bringing the position to 3,046 shares worth $3.24M. The position accounts for 0.08% of the portfolio, ranked #67.

Quotient Wealth Partners first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Quotient Wealth Partners held 3,046 shares of Caterpillar worth $3.24M as of Q2 2026.
  • Quotient Wealth Partners bought 246 Caterpillar shares in Q2 2026, an estimated $216K.
  • Caterpillar made up 0.08% of Quotient Wealth Partners's portfolio in Q2 2026, its #67 holding.
  • Quotient Wealth Partners first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.